Sentences with phrase «investment needs of customers»

The company serves the risk management and investment needs of customers around the globe.

Not exact matches

Canada has attracted some of the new investment needed to serve these customers, but not as much as our competitors in the U.S. and many emerging economies.

According to Earp, this was a «long - term investment» to meet the needs of customers.

Robo - advisors «may meet the needs of certain customers, but this alone does not make them investment advisors,» Galvin said, adding that the fiduciary standards that apply to investment advisors «will apply in equal measure to robo - advisors, and they can not disclaim those away.»

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

Factors that could cause actual results to differ materially from those expressed or implied in any forward - looking statements include, but are not limited to: changes in consumer discretionary spending; our eCommerce platform not producing the anticipated benefits within the expected time - frame or at all; the streamlining of the Company's vendor base and execution of the Company's new merchandising strategy not producing the anticipated benefits within the expected time - frame or at all; the amount that we invest in strategic transactions and the timing and success of those investments; the integration of strategic acquisitions being more difficult, time - consuming, or costly than expected; inventory turn; changes in the competitive market and competition amongst retailers; changes in consumer demand or shopping patterns and our ability to identify new trends and have the right trending products in our stores and on our website; changes in existing tax, labor and other laws and regulations, including those changing tax rates and imposing new taxes and surcharges; limitations on the availability of attractive retail store sites; omni - channel growth; unauthorized disclosure of sensitive or confidential customer information; risks relating to our private brand offerings and new retail concepts; disruptions with our eCommerce platform, including issues caused by high volumes of users or transactions, or our information systems; factors affecting our vendors, including supply chain and currency risks; talent needs and the loss of Edward W. Stack, our Chairman and Chief Executive Officer; developments with sports leagues, professional athletes or sports superstars; weather - related disruptions and seasonality of our business; and risks associated with being a controlled company.

Its recent state - of - the - art manufacturing investments have allowed Star International to considerably ramp - up much needed production and increase its lead time to customers due to a much more flexible and automated fabrication area.

Leading flexible packaging supplier and contract packer Universal Flexible Packaging has installed a further three Ishida DACS - W checkweighers at its Leicester factory as part of the company's ongoing investment programme, focused on ensuring it has the very best equipment to meet the varying needs of its wide customer base.

The focus of this investment is on innovation as much as production with our new facility enhancing our ability to create innovative food solutions that meet the evolving needs of our US customer base and their brands.

Since its founding in 1977 by the father and son team of Gus and Shelly Weinreb, Wrap - N - Pack, Inc. has dedicated itself to redefining the customer experience in the packaging industry through investments, innovative programs and cost effective solutions to service their customers» packaging needs.

William T. Leith, President and Chief Executive Officer of SupplyOne, said, «Throughout their history, Wrap - N - Pack has demonstrated a commitment to listening to its customers and respond to their needs with the highest quality packaging products and investments in programs and services.

The namesake and chairman of The George Lucas Educational Foundation discusses his vision of Edutopia at Dreamforce, the annual conference for customers of the customer - relationship - management company salesforce.com, as part of the event's increased focus on education reform and the need for greater business investment to achieve that goal.

Identifying the target customer, establishing that you understand their needs and culture, and delivering a result that surpasses the value of the investment reveal pathways to successful leadership and reader transformation.

Since our founding in 1976, we've grown to become a preferred provider of annuity products — financial products tailored to meet the individual investment needs and the unique financial plans of our customers and business partners.

«The Only Investment Guide You'll Ever Need» by Andrew Tobias «The Intelligent Investor» by Benjamin Graham «A Random Walk Down Wall Street» by Burton Malkiel «Extraordinary Popular Delusions & the Madness of Crowds» by Charles MacKay «The Great Crash 1929» by John Kenneth Galbraith «One Up on Wall Street» by Peter Lynch «Security Analysis» by Graham & Dodd «Stocks for the Long Run» by Jeremy J. Siegel «The Future for Investors» by Jeremy J. Siegel «The Millionaire Next Door» by Thomas Stanley «Stop Acting Rich» by Thomas Stanley «Bogle on Mutual Funds» by John Bogle «Parlay your IRA into a Family Fortune» by Ed Slott «Where are the Customers» Yachts?»

As a customer of Scottrade for nearly a decade, I have most of my investment assets in non-retirement accounts with the firm because I am confident that I won't wake up one morning and find that my trading commission will go up and, thus, need to move the assets to somewhere else that's cheaper.

These investments mark a major expansion of the amount of clean, renewable energy serving Rocky Mountain Power customers and will meet customer needs and improve customer value.

One of the largest investor - owned utilities in the USA is looking to use a series of measures that are likely to include customer - side energy storage in order to stave off the need for US$ 1 billion worth of infrastructure investment.

The objective of the new team is to deliver greater return on investment for clients by offering a full suite of marketing services from a single source, reducing the need to engage with multiple vendors to acquire new leads and build customer relationships.

Even now, some of the best practices coming from regulators and technology consultants are pointing to more centralization — a «single, accurate, and aggregated view of the customer» that can be tracked throughout the lifetime of that customer as details, investment goals, and needs change — a way to link a client address to the deals and cases they have on the go, to the communications, and often sensitive data, that is shared during those interactions.

Wolters Kluwer continuously examines its global portfolio of products to ensure that corporate investments are aligned with customer needs.

New product offerings addresses the customer need for protection, tax saving, investment and wealth creation New Delhi, January 2, 2014: PNB MetLife India Insurance Company Limited (PNB MetLife), one of India's leading life insurance companies announced the launch of 16 new life insurance products today compliant with the IRDA guidelines.

«We'll be there every step of the way to support business owners and ensure they get the coverage they need to satisfy third - party and legal requirements and protect their property, customers and investment.»

Aviva Life Insurance Company offers a range of traditional / Investment plans to its customers to meet all their savings and protection related needs.

Sahara India Life Insurance Company offers a range of traditional / Investment plans to its customers to meet all their savings and protection related needs.

They provide their customers with the flexibility of operations that suits customers» various investment needs.

Established in the year 2000, HDFC life offers a range of individual and group insurance solutions that meet various customer needs such as protection, pension, savings, investment, and health.

Withdrawal In ULIP: you can withdraw your money if you need it once you had paid initial premium i.e for first 3 years, there is no surrender amount on ULIP and you will get the market value of your investment but on the endowment plan you have to pay a high surrender charges to company which restrict the customers from withdrawing money.

IDBI Federal Life Insurance Company offers a range of traditional / Investment plans to its customers to meet all their savings and protection related needs.

Exide Life Insurance Company offers a range of traditional / Investment plans to its customers to meet all their savings and protection related needs.

Click2Invest provides the option of eight funds for investment keeping in mind the market behavior, time horizon, and most importantly the needs of the customer.

Canara HSBC Life Insurance Company sells a range of traditional / Investment plans to customers to meet all their savings and protection related needs.

ReliaStar Life Insurance Company is a Voya Financial company, which has rebranded from ING U.S. Voya is composed of premier retirement, investment and insurance companies serving the financial needs of approximately 13 million individual and institutional customers in the U.S..

There is a risk of investment bubble of the type seen in Ponzi schemes... Customers need to be alert and extremely cautious as to avoid getting trapped in such Ponzi schemes.

We make those investments because our customers need to have assurances that we act according to our value of being worthy of trust.

However, the AI and voice assistant markets are becoming so large and generating so much investment that we need to start thinking about segmenting the leading companies in terms of their primary target customers.

Blocknubie is a decentralized start - up ecosystem and market economy targeted at resolving the challenges of starting a successful blockchain business.Blocknubie aims to simplify and automate the start - up process from ideation through to customer acquisition.Blocknubie will facilitate onboarding of traditional entrepreneurship onto the blockchainThe platform guides end - users and blockchain startups towards setting up your business quickly and effectively, complemented with a number of DApps to enhance success, structure and speed of the processAs a decentralized market - based economy Blocknubie focuses on meeting all of Blockchain startup needs including development tools, advisory services and most importantly capital and investment.

Abilities typically listed on a sample resume for a Financial Advisor Assistant include evaluating potential customers in terms of their financial needs, current holdings, and investment capital, and establishing and maintaining a relationship with management.

For senior level positions, focus on sourcing candidates who demonstrate a deep understanding of investments and bank procedures and can navigate customers» banking needs.

PROFESSIONAL SUMMARY Highly successful, productive and multi-talented, client - centered and technically superior Team Leader, brings an outstanding record of accomplishment in meeting the needs of investment fund customers for understanding their portfolios, produce flawless documentation or motivate team members, brings an excellent skill set to this position that includes superior client relations, problem - solving and r...

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

I also analyzed customer financial needs, goals, and provided them the advantages and disadvantages of various investment strategies.

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

Professional Experience Commerce Real Estate Solutions 09/1998 — Present Insert Title • Manage access database for all available investment properties and land in Utah • Record transactions which impact company listings in the proprietary database • Research properties, land sales, and other pertinent data ensuring accurate records • Record historical information including building level data, market, and sub market statistics • Create quarterly statistics for internal and external use ensuring accurate and thorough results • Maintain up to date knowledge of research materials including internet sites, periodicals, etc. • Create custom reports for agents based on their sales and marketing needs • Anticipate agent and client needs delivering excellent service and issue resolution • Author and distribute quarterly market beat study reports offering important market insight and analysis • Create and populate accurate photo databases for use in property marketing initiatives • Provide additional sales, marketing, and customer service support as needed • Build and strengthen professional relationships with coworkers, clients, and community leaders • Perform all duties with positivity, professionalism, and integrity